Institutional Ownership Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR). We have compiled data on the 1,437 institutions that hold shares in the stock, with a total of 340 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
6,804
shares
|
$630,254
0.17% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
6,795
shares
|
$629,420
0.24% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,763
shares
|
$626,456
0.26% of portfolio
|
Q4 2023
Added 3.32%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
6,712
shares
|
$621,732
0.23% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,698
shares
|
$620,435
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,685
shares
|
$619,231
0.05% of portfolio
|
Q4 2022
Reduced 26.01%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
6,676
shares
|
$618,397
0.39% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,656
shares
|
$616,545
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,641
shares
|
$615,155
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
6,624
shares
|
$613,581
0.22% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,607
shares
|
$612,006
0.05% of portfolio
|
Q2 2023
Reduced 26.42%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,600
shares
|
$611,358
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,591
shares
|
$610,524
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
6,585
shares
|
$609,968
0.03% of portfolio
|
Q4 2024
Reduced 46.14%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
6,504
shares
|
$602,465
0.05% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
6,489
shares
|
$601,076
0.06% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,479
shares
|
$600,149
0.05% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
6,441
shares
|
$596,629
0.03% of portfolio
|
Q1 2021
Reduced 18.47%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
6,439
shares
|
$596,444
0.04% of portfolio
|
Q2 2022
Added 32.76%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
6,420
shares
|
$594,684
0.01% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
6,396
shares
|
$592,461
0.22% of portfolio
|
Q4 2023
Reduced 17.53%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,371
shares
|
$590,145
0.21% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
6,370
shares
|
$590,053
0.0% of portfolio
|
Q4 2022
Reduced 7.32%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
6,369
shares
|
$589,960
0.05% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,360
shares
|
$589,126
0.03% of portfolio
|
Q3 2024
Added 0.81%
|